Add Custom Fields to a Work Order Template

Custom fields are additional fields configured by the administrator that users can populate on a work order. These fields can be set as required so that a user cannot close the work order until they are populated. Custom fields can also be used to search for a work order. When added to a work order template, they will show up on a work order in the Custom Fields panel.

While custom fields can be defined as text, code, date, or numeric types, they are stored in the database as text. Because of this, custom fields can only be mapped to text fields in the GIS.

PREREQUISITES: Custom Fields must be created under Work Orders > Custom Fields. See Add or Edit a Custom Field Category for more information.

TIP: For a quick start guide on this subject, see Add Custom Fields.

1. From the Work Orders tab, click Templates, or click Work Order Templates from the home page.
2. Select the template from the Templates panel that you would like to add Custom Fields to.
3. On the General tab, select the desired Custom Field Category.

Once a work order has been created from this template, the custom fields and category automatically appear in the Custom Fields panel.

NOTE: Designer automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page.